HQIYX vs. SPYV
Compare and contrast key facts about The Hartford Equity Income Fund (HQIYX) and SPDR Portfolio S&P 500 Value ETF (SPYV).
HQIYX is managed by Hartford. It was launched on Aug 28, 2003. SPYV is a passively managed fund by State Street that tracks the performance of the S&P 500 Value. It was launched on Sep 25, 2000.
Performance
HQIYX vs. SPYV - Performance Comparison
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HQIYX vs. SPYV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HQIYX The Hartford Equity Income Fund | -0.63% | 15.24% | 10.03% | 7.33% | -0.30% | 25.50% | 4.63% | 35.06% | -7.81% | 17.93% |
SPYV SPDR Portfolio S&P 500 Value ETF | -0.03% | 13.18% | 12.24% | 22.20% | -5.28% | 24.91% | 1.38% | 31.70% | -9.01% | 15.40% |
Returns By Period
In the year-to-date period, HQIYX achieves a -0.63% return, which is significantly lower than SPYV's -0.03% return. Both investments have delivered pretty close results over the past 10 years, with HQIYX having a 11.28% annualized return and SPYV not far ahead at 11.40%.
HQIYX
- 1D
- 0.25%
- 1M
- -6.82%
- YTD
- -0.63%
- 6M
- 2.95%
- 1Y
- 9.95%
- 3Y*
- 11.18%
- 5Y*
- 9.17%
- 10Y*
- 11.28%
SPYV
- 1D
- 1.69%
- 1M
- -4.55%
- YTD
- -0.03%
- 6M
- 3.21%
- 1Y
- 12.90%
- 3Y*
- 13.84%
- 5Y*
- 10.46%
- 10Y*
- 11.40%
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HQIYX vs. SPYV - Expense Ratio Comparison
HQIYX has a 0.74% expense ratio, which is higher than SPYV's 0.04% expense ratio.
Return for Risk
HQIYX vs. SPYV — Risk / Return Rank
HQIYX
SPYV
HQIYX vs. SPYV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Equity Income Fund (HQIYX) and SPDR Portfolio S&P 500 Value ETF (SPYV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| HQIYX | SPYV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.83 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.25 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.15 | -0.19 |
Martin ratioReturn relative to average drawdown | 4.19 | 5.45 | -1.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HQIYX | SPYV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.83 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.73 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.67 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.41 | +0.16 |
Correlation
The correlation between HQIYX and SPYV is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HQIYX vs. SPYV - Dividend Comparison
HQIYX's dividend yield for the trailing twelve months is around 13.26%, more than SPYV's 1.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HQIYX The Hartford Equity Income Fund | 13.26% | 13.10% | 10.43% | 7.69% | 12.84% | 8.91% | 2.91% | 14.68% | 10.87% | 6.98% | 5.29% | 10.62% |
SPYV SPDR Portfolio S&P 500 Value ETF | 1.82% | 1.77% | 2.29% | 1.75% | 2.22% | 2.10% | 2.38% | 2.25% | 2.97% | 2.77% | 2.39% | 2.53% |
Drawdowns
HQIYX vs. SPYV - Drawdown Comparison
The maximum HQIYX drawdown since its inception was -50.48%, smaller than the maximum SPYV drawdown of -58.45%. Use the drawdown chart below to compare losses from any high point for HQIYX and SPYV.
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Drawdown Indicators
| HQIYX | SPYV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.48% | -58.45% | +7.97% |
Max Drawdown (1Y)Largest decline over 1 year | -10.49% | -12.03% | +1.54% |
Max Drawdown (5Y)Largest decline over 5 years | -13.94% | -17.89% | +3.95% |
Max Drawdown (10Y)Largest decline over 10 years | -34.99% | -36.89% | +1.90% |
Current DrawdownCurrent decline from peak | -6.91% | -4.55% | -2.36% |
Average DrawdownAverage peak-to-trough decline | -5.32% | -8.77% | +3.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.54% | -0.14% |
Volatility
HQIYX vs. SPYV - Volatility Comparison
The current volatility for The Hartford Equity Income Fund (HQIYX) is 3.18%, while SPDR Portfolio S&P 500 Value ETF (SPYV) has a volatility of 3.84%. This indicates that HQIYX experiences smaller price fluctuations and is considered to be less risky than SPYV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HQIYX | SPYV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 3.84% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 7.58% | 7.76% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.32% | 15.54% | -1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.57% | 14.44% | -0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.21% | 16.96% | -0.75% |